2021 Taxes And What You Need To Know
Before we know it, it’ll be time to file 2021 taxes. In this blog, we share some things that you should know before you...
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Remembering My Grandpa, WWII Veteran
My grandfather served in the United States Army in the 557th AAA, AW Field Artillery Battalion mobile unit from March...
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Required Minimum Distributions Are Back in 2021!
Last year at the onset of the pandemic, Congress passed the CARES Act, which in part suspended the requirement to take...
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Everyone Needs A Tree Stand
Everyone needs that space and time to decompress, maybe to do a little reflecting or thinking, but to also just...sit...
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Social Security Cost Of Living Adjustment (COLA) Announced For 2022
A lot of uncertainties are still unfolding in 2021 but one that is certain for 2022 are Social Security benefits and the...
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Managing Your Medicare Decision
Medicare is a big decision and there are many key factors that people should consider before making that decision. We...
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Estate Planning 101
Did you know that only about 30% of people have a will? While some may think it’s not necessary to obtain estate...
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Growing Up With The Kutztown Folk Festival
Ben and Devon reflect on memories of the Kutztown Folk Festival as we approach the start of the 72nd Annual Kutztown...
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Are You Avoiding Retirement?
There’s really one main question that comes to us, but it comes in many forms. We will hear “did I save enough?” or “I’m...
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Soaking Up the Last Bits of Summer in Holden Beach, NC
After being home-bound for most of 2020, Adam and his family decided they were long overdue for a beach vacation and...
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Our First Year Of Podcasting
Can you believe it’s been an entire year since we started our very own podcast, A/B Conversations: CFP® Your Way Out Of...
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What Does The Initial Meeting With Us Look Like?
We're taking on new clients and we want no one to have any misconceptions about how we go through that courting process...
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